■Overview
This is a flow that automatically extracts specific keywords from the text of received emails and stores them in Microsoft Excel.
You can freely set the keywords to be extracted and the spreadsheet to store the keywords.
You can also use it by forwarding emails from Gmail, Outlook, etc.
■Recommended for
1. Those who use both email services like Gmail or Outlook and Excel
2. Those who accumulate sender information from the signature section of received emails
3. Those who link information from received emails to Excel
4. Those who want to improve efficiency with email and Excel
■Benefits of using this template
・You can centrally manage inquiry details and sender information by automatically obtaining desired information from the content of received emails and accumulating it in Excel.
■Notes
・Linking your Microsoft Excel and Yoom accounts is required.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・AI operations are functions (operations) available only in the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations of the flow bot you set will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).